Finance Manager, Products & Technology

Okta Inc.; San Francisco (CA); On-site; USD 143,000 - 197,000; Full time

Job summary

Okta Inc. in San Francisco is seeking an experienced Finance Manager for FP&A to partner with the Auth0 Engineering org, lead budgeting and forecasting, and drive performance through insightful analyses and cross-functional collaboration.

You will own variance analyses, improve close processes, and help scale financial planning for a fast-growing, software/SaaS environment. This role demands strategic thinking, precision, and strong communication to influence senior leadership.

Qualifications

• Minimum 5+ years of FP&A experience.
• Bachelor's degree in Finance, Accounting, or Economics required.
• MBA, Big 4 accounting, or investment banking experience is a plus.
• Proficiency with FP&A systems; Anaplan and Workday are a huge plus.
• Experience with AI tools and integrating them into workflows.
• Excellent financial modeling and analysis skills.
• Advanced Excel and/or Google Sheets; strong PowerPoint/Slides skills.
• Ability to manage multiple tasks in a deadline-driven environment with precision.
• Excellent written and verbal communication and influencing skills.
• Experience in a high-growth tech/software/SaaS organization is a plus.

Responsibilities

• Be a strategic financial partner to the Auth0 Engineering organization.
• Own budgeting and forecasting for this function, including partnering with business to ensure accuracy for controllable spend and key metrics.
• Prepare budget vs. actual variance analyses and reporting.
• Lead analysis of key drivers and metrics to drive operational efficiencies.
• Collaborate with controllership on accruals and close process elements.
• Evolve budgeting and reporting processes as needed.
• Oversee technology reporting and analysis.
• Lead cross-functional process improvements and system enhancements.
• Support long-range strategic planning and ad hoc projects for senior management.

Skills

FP&A experience

Budgeting & Forecasting

Financial modeling

Analytical skills

Excel/PowerPoint

Strong communication

Cross-functional collaboration

AI tools familiarity

Anaplan

Workday

Education

Bachelor's degree in Finance, Accounting, or Economics

MBA or Big 4 accounting or investment banking experience

Tools

Anaplan

Workday

Job description

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence.

Okta is in profitable growth mode. We are seeking an experienced Finance Manager who will be a key player in and is truly excited about driving and effectively scaling Okta’s growth. This person will partner with senior leadership and their teams for the Products & Technology organization on all planning, forecasting, and analysis activities. This person will also play a key role in analyses and streamlining processes across the broader Technology organization. This is a fantastic opportunity for a candidate that wants to be part of a dynamic FP&A organization that is operating at an accelerated pace and scaling for the future.

The ideal candidate is highly motivated, a team player, a confident business partner, capable of driving action cross functionally, analytical, and outstanding at FP&A. This person is comfortable operating at all levels, with eyes on the strategic big picture, while skillfully managing the financial details.

This position will be based in San Francisco CA, with a two day in-office requirement (Tuesday & Wednesday).

Job Duties and Responsibilities:

• Be a strategic financial partner to the Auth0 Engineering organization
• Own the budgeting and forecasting processes for this function, including:
• Partnering with business to ensure accuracy for controllable spend and other key metrics based on operational performance
• Preparing budget vs. actual variance analysis and other relevant reporting
• Leading thoughtful analysis, evaluating key drivers and metrics, and partnering on driving operational efficiencies
• Collaborating with the controllership organization on accruals and other elements of the close process
• Evolving these processes, as needed
• Technology software reporting & analysis
• Cross-functional projects including streamlining processes, being point on system enhancements, etc.
• Participate in the company’s long-range strategic planning, as applicable
• Assist with and manage frequent ad hoc projects, to support senior management and business decisions
• Lead process and systems improvement and scaling projects for your area and partner on cross functional teams, to drive the company’s continued growth and scaling.

Required Skills and Experience:

• A minimum of 5+ years of FP&A experience
• Bachelor's degree in Finance, Accounting, or Economics
• MBA, Big 4 accounting, or investment banking experience a plus
• Proficiency with FP&A systems required, Anaplan, Workday experience is a HUGE plus
• Proficiency with AI tools and implementing them into workflows
• Excellent financial modeling and analysis skills
• Advanced Excel and/or Gsheet and strong PowerPoint and/or Slides skills are required
• Manage multiple tasks in a deadline-driven environment while maintaining a high level of precision
• Excellent communication and influencing skills, both written and verbal
• Prior experience in a high-growth high tech/software/SaaS organization is a plus
• Very comfortable with change and challenging the status quo

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The annual base salary range for this position for candidates located in the San Francisco Bay area is between: : $143,000 USD - $197,000 USD

Below is the annual base salary range for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York and Washington. Your actual base salary will depend on factors such as your skills, qualifications, experience, and work location. In addition, Okta offers equity (where applicable), bonus, and benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies. To learn more about our Total Rewards program please visit: https://rewards.okta.com/us.

The annual base salary range for this position for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York, and Washington is between:: $128,000 USD - $176,000 USD

The Okta Experience

• Driving Social Impact
• Developing Talent and Fostering Connection + Community

We are intentional about connection. Our global community, spanning over 20 offices worldwide, is united by a drive to innovate. Your journey begins with an immersive, in-person onboarding experience designed to accelerate your impact and connect you to our mission and team from day one.

Okta is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physical or mental disability, or status as a protected veteran. We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws.

If reasonable accommodation is needed to complete any part of the job application, interview process, or onboarding please use this Form to request an accommodation.

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